Interactive Financial Advisors

Interactive Financial Advisors (CRD# 125117) is a financial advisory firm headquartered in Oak Brook, IL. They manage $184,531,872 in 3,130 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Interactive Financial Advisors
Showing 1 - 10 of 53 top financial advisors.
1
Joanne M. Woiteshek
CRD#: 2222062
Drake Oakbrook Plaza, 2215 York Road, Suite 306, Oak Brook, IL 60523
100
Wealthminder
score
Joanne Woiteshek (CRD# 2222062) is an Investment Advisor Representative working at Interactive Financial Advisors in Oak Brook, IL and has over 20 years of experience in the finance industry.
2
Mark A. Bertrang
CRD#: 1760670
1401 Main Street, Suite 101, Onalaska, WI 54650
96
Wealthminder
score

Mark Bertrang (CRD# 1760670) is an Investment Advisor Representative working at Interactive Financial Advisors in Onalaska, WI and has over 28 years of experience in the finance industry.

3
Warren O. Curtis
CRD#: 3270560
1414 E. 4500 S., # 3, Salt Lake City, UT 84117
96
Wealthminder
score

Warren Curtis (CRD# 3270560) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 17 years of experience in the finance industry. Warren Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jack D. Fain
CRD#: 2812309
119 South Blvd., Suite 1, Sevierville, TN 37862
96
Wealthminder
score

Jack Fain (CRD# 2812309) is an Investment Advisor Representative working at Interactive Financial Advisors in Sevierville, TN and has over 17 years of experience in the finance industry.

5
Gregory S. Gale
CRD#: 3199858
584 W. Chandler Blvd., Chandler, AZ 85225
96
Wealthminder
score

Gregory Gale (CRD# 3199858) is an Investment Advisor Representative working at Interactive Financial Advisors in Chandler, AZ and has over 17 years of experience in the finance industry.

6
Daniel P. Siffermann
CRD#: 3199841
584 W. Chandler Blvd., Chandler, AZ 85225
96
Wealthminder
score

Daniel Siffermann (CRD# 3199841) is an Investment Advisor Representative working at Interactive Financial Advisors in Chandler, AZ and has over 17 years of experience in the finance industry.

7
Gary L. Weimer
CRD#: 461691
Lombard, IL
96
Wealthminder
score

Gary Weimer (CRD# 461691) is an Investment Advisor Representative working at Interactive Financial Advisors in Lombard, IL and has over 35 years of experience in the finance industry.

8
Kenneth W. Ziegler
CRD#: 3199817
585 W. Chandler Blvd., Chandler, AZ 85225
96
Wealthminder
score

Kenneth Ziegler (CRD# 3199817) is an Investment Advisor Representative working at Interactive Financial Advisors in Chandler, AZ and has over 17 years of experience in the finance industry.

9
Aaron D. Pugh
CRD#: 6124844
1414 E 4500 South, Suite 3, Salt Lake City, UT 84117
95
Wealthminder
score

Aaron Pugh (CRD# 6124844) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.

10
Craig C. Alden
CRD#: 3112372
Reston, VA
93
Wealthminder
score

Craig Alden (CRD# 3112372) is an Investment Advisor Representative working at Interactive Financial Advisors in Reston, VA and has over 17 years of experience in the finance industry.

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